Issue to project conversion grants home group “view” access by default in Workfront

When converting an issue into a project using a template in Adobe Workfront, the creator’s home group automatically receives view access to the resulting project. To resolve the issue, configure sharing rules and template group assignments correctly.

Description description

Environment

  • Product: Adobe Workfront
  • Applicable Scenario: Issue-to-project conversion using templates

Issue/Symptoms

  • Issue-to-project conversion assigns creator’s home group view  access.
  • Templates without group assignments trigger default group visibility.
  • External or unrelated groups gain unintended access to new projects.

Cause

Default sharing rules automatically assign view permissions to the creator’s home team when users with Planner-level access create a new project.

Resolution resolution

To resolve the issue,

  1. Review and modify the default sharing rules for Planner-level access in your Workfront instance.

  2. Configure templates used for issue-to-project conversions:

    • If a template includes a group, Workfront applies that group to the new project.
    • If no group is defined and no manual selection is made, Workfront assigns the user’s home group by default.
  3. Test the changes by converting an issue to a project and verifying group access.

For help, contact your Workfront administrator or Adobe Support.

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